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Services Offered
Bookkeeping
- Accrual Basis
- Journal Entries
- Bank Reconciliations
- Complex Reconciliations
- Intercompany Transactions
- AP/AR Management
- Inventory Management
- Payroll Processing
- Fixed Asset Management
- Lease Accounting
- Month End Close
- Revenue Recognition
- ERP Implementation & Optimization
FP&A / CFO
- Budgeting & Forecasting
- Strategic Planning
- Working Capital
- Treasury Management
- Expense Management
- KPI Development
- Cash Flow Analysis
- Pricing Strategy
- Competition Analysis
- Due Diligence
- Benchmarking
- Industry Analysis
- Market Research
- Capital Planning
- Debt & Equity Financing
- M&A Analysis
- Investor Reporting
Tax
- Federal/State Income Tax Returns (Form 1120)
- Partnership & LLC Returns (Form 1065)
- Sales & Use Tax Returns
- Payroll Tax Filings (Form 941, W-2, W-3)
- Withholding Tax Filings (1099)
- Property Tax Filings
- Excise Tax Returns
- International Tax Filings & Reporting
- R&D Credits
- Nexus Analysis
- Corporate Structures & Reorganizations
Advisory